The best trades into earnings season

Earnings season is upon us. With the markets at 18-month highs and also up a good bit for the year to date -- along with analysts bumping up earnings estimates in seemingly every morning note I read every work day -- it appears expectations are running pretty high.

The good news is that numbers will likely be higher compared with last year, and probably a little bit better than expected across the board. The bad news is the markets might very well sell everything off after companies report anyway. Sometimes it's not the news that matters, but the market's reaction to the news that matters.

Regardless of the broader results and the pending market reactions, I've got a couple stocks in the Revolution Investing portfolio that I think look good for a trade into earnings season, so I start off the list below with those two names. Then I'll review the fundamentals and preview the earnings for each of the positions in the portfolio, ordered by how much relative near-term strength I expect for each stock.

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